<Strong>Published: Saturday, February 15, 2025 · 4:30 AM | Updated: Saturday, February 15, 2025 · 4:30 AM
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🗝️ Key Points
- Berkshire Hathaway, led by Warren Buffett (Trades, Portfolio), submitted its latest 13F filing to the SEC, revealing portfolio changes in the last quarter.
- stock holdings increased slightly to $267 billion by the end of the fourth quarter, marking the first rise in a year.
- This filing, however, only reflects long positions in U.S.
Berkshire Hathaway, led by Warren Buffett (Trades, Portfolio), submitted its latest 13F filing to the SEC, revealing portfolio changes in the last quarter. The company’s U.S. stock holdings increased slightly to $267 billion by the end of the fourth quarter, marking the first rise in a year. This filing, however, only reflects long positions in U.S. equities.
During the fourth quarter, Berkshire initiated one new position, increased five, reduced eight, and fully exited three stocks. The top ten holdings remained unchanged in order: Apple (AAPL, Financial), American Express, Bank of America (BAC), Coca-Cola, Chevron, Occidental Petroleum, Moody’s, Kraft Heinz, Chubb, and DaVita, comprising 89.72% of the total portfolio value.
Notably, Berkshire continued to decrease its stake in Bank of America, selling 117.5 million shares and reducing its ownership to 8.9%. This reduction kept their stake below the 10% threshold, allowing them to delay disclosure of further transactions. As of the end of the quarter, Berkshire’s remaining BAC shares were valued at approximately $31.9 billion.
Occidental Petroleum was the only top ten stock where Berkshire increased its holdings, investing over $400 million to acquire nearly 8.9 million shares in December.
Berkshire’s holdings in Apple remained unchanged after a previous reduction, with the stock still representing 28% of the portfolio and gaining over $5 billion in value during the quarter.
Other notable transactions included new investments in Constellation Brands and reductions in Citigroup and Bank of America. Berkshire also exited its position in Utah Beauty.
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